Amy Martin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 03/2021
  Waddell & Reed Inc
  Overland Park, KS
• 03/2021 → 07/2023
  Cetera Advisors
  St. Cloud, MN
• 03/2021 → 07/2023
  Prosperity Network Of Advisors
  Overland Park, KS
• 07/2023 → 04/2024
  Next Financial Group
  Houston, TX
• 12/2023 → 04/2024
  Grove Point Investments, Llc
  Rockville, MD
• 04/2024 → Present
  Prosperity Network Of Advisors, Llc
  Overland Park, KS
• 04/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-07-21 → 2024-04-08
  Next Financial Group, Inc.
  Houston, TX
  Independence, MO
• 2021-03-24 → 2023-07-18
  Cetera Advisors Llc
  Overland Park, KS
• 2014-03-03 → 2021-04-07
  Waddell & Reed
  Overland Park, KS
• 2012-07-27 → 2014-02-14
  Cetera Advisors Llc
  Overland Park, KS

Other Businesses

1)NAME OF OTHER BUSINESS: PROSPERITY NETWORK OF ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2012-07-20

Other Names

• Amy Lynn Payton
• Amy Lynn Martin